-98.4%
NAMI vs VT
+27.3%
-125.7%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.1% | -0.8% | -3.3% |
| 7D | -7.4% | -4.2% | -3.2% | -5.8% |
| 30D | -22.1% | -5.8% | -16.3% | -20.4% |
| 3M | -40.7% | -5.2% | -35.5% | -39.4% |
| 6M | -82.1% | +0.1% | -82.2% | -82.0% |
| YTD | -90.8% | +8.2% | -99.0% | -91.0% |
| 1Y | -91.8% | +10.1% | -101.9% | -92.0% |
| All | -98.4% | +27.3% | -125.7% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling